Erika Valliere
Pepperell,MA
Summary
Dynamic Executive Assistant with TD Bank Commercial Market President since 2010. Adept at enhancing operational efficiency through exceptional executive support and office management. Proven problem solver skilled in task prioritization and attention to detail, successfully streamlining communication and fostering strong client relationships. Recognized for contributing to strategic decision-making and improving team collaboration. Excellent communication and interpersonal skills while handing sensitive confidential information with discretion and integrity, safeguarding privacy and adhering to all regulatory requirements and bank policies.
Overview
19
19
years of professional experience
Work History
Executive Assistant
TD Bank
10.2010 - 10.2025
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Assisted in scheduling meetings and coordinating calendars for multiple executives.
- Maintained filing systems and databases to ensure easy access to information.
- Prepared meeting agendas and minutes to facilitate effective discussions.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Supported executive in decision-making processes by conducting research and presenting findings in clear formats.
- Supported project coordination through research and preparation of materials.
- Conducted basic data entry tasks, ensuring accuracy in documentation processes.
- Processed travel expenses and reimbursements for Commercial Market President.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
Commercial Sales Assistant
TD Bank
12.2006 - 10.2010
- Managed customer inquiries, providing timely and accurate information to enhance client satisfaction.
- Coordinated sales support activities, ensuring alignment with team objectives and improving operational efficiency.
- Developed and maintained strong relationships with clients, fostering loyalty and repeat business opportunities.
- Assisted in preparing sales reports, analyzing data to identify trends and inform strategic decision-making.
- Trained junior staff on best practices for customer engagement, promoting a collaborative work environment.
- Collaborated with marketing teams to develop promotional materials that effectively communicated value propositions to clients.
- Supported the commercial lending team by managing the administrative functions of commercial loan documentation, processing, and servicing.
Education
Bachelor of Science - Business Administration
Becker College
Worcester, MA05-2005
Skills
- Executive support
- Administrative support
- Office management
- Strong problem solver
- Task Prioritization
- Time Management
- Attention to detail
Timeline
Executive Assistant
TD Bank
10.2010 - 10.2025
Commercial Sales Assistant
TD Bank
12.2006 - 10.2010
Bachelor of Science - Business Administration
Becker College